Use Form Extraction to extract data from multiple documents with the same layout. Snip each data field from one document and DataSnipper replicates the extraction across all other selected documents automatically.
Video tutorial
What the video covers
How to start a new Form Extraction, import documents, add extractions for each field, save a reusable template, and export results to Excel.
Prerequisites
Similarly structured documents to extract data from (e.g. invoices, contracts, tax forms)
Steps
Click Form Extraction in the DataSnipper ribbon. Your saved templates appear as the start page.
Click Start new form extraction to begin.
Import or select the documents you want to use.
Click Add extraction and draw over the area containing the data you want to extract. Repeat for each field. A preview of extracted data appears on the right.
Use the three-dots menu next to any extraction to edit, rename, or delete it.
Click Save as template to store this configuration for future use.
Click Export to Excel. Your extractions appear in a new tab in the workbook.
Improving accuracy with key editing
If an extraction is not finding data accurately, improve it by editing the key. Click the three-dots menu next to the extraction and select Edit key, then snip over a word or phrase near the target area to use as an anchor point.